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Philanthropy and Private Wealth Planning - MJCF - Jewish Federation of Palm Beach County

Investing and Giving in a New Tax Landscape

We are pleased to invite you to this interactive workshop which will explore how recent changes and trends in U.S. tax law affect charitable giving.

Wealth planning expert Professor Ed Beckwith will bring his knowledge from inside the Capital Beltway to equip you with a deeper understanding of how to make strategic, impactful, and tax-wise contributions that align with your philanthropic values while meeting current financial and legal realities.

This free workshop combines technical instruction with real world applications and is ideal for individuals, families, nonprofit professionals, and financial advisors engaged in or advising their clients on wealth planning and philanthropy.*

Participants will be able to:

Understand the basics of current U.S. tax law on charitable giving
Analyze the impact of tax law changes on nonprofits and donors
Apply tax-smart giving strategies
Integrate values and ethical considerations in giving
Plan for legacy and intergenerational giving

*This event is approved for one (1) CE Credit by the CFP Board.

Wednesday, November 12, 2025

8 – 10 a.m.
Jewish Federation of Palm Beach County
1 Harvard Circle
West Palm Beach

This event is free. Kosher breakfast will be served.

Chair: Marshall Jones

Featured Speaker: Ed Beckwith

Featured Speaker: Ed Beckwith is nationally recognized as an expert on tax law and for his skill and commitment as counsel to high-net-worth families, family offices and their professionals on the tax-efficient accumulation, management and distribution of personal wealth. A significant aspect of Ed’s practice involves the application of tax laws to family and business financial arrangements. He is an innovator in the education and training of private wealth professionals. Throughout his entire career, he has lectured across the U.S. and has written extensively, including articles and speeches for the American Law Institute and The American College of Trust and Estate Counsel (ACTEC). Ed is a partner with Baker Hostetler in Washington, D.C. Ed has also been an adjunct tax professor at Georgetown University Law Center for 40 years, where he currently teaches and coordinates a graduate-level certificate program in Advanced Estate and Charitable Planning.

For more information, please contact Whitney Erasmus at whitney.erasmus@jewishpalmbeach.org or 561.242.6665.